The partnership focuses on North American small and medium-sized companies classified within the industries of biotechnology, health information services, and medical devices, instruments, supplies, diagnostics, and research. Investments span the entire life cycle of the industry, from the preclinical to the established commercial stages.

The partnership constructs its portfolio by following a bottom-up approach. It relies on proprietary strategies based on fundamental analysis models to screen for and invest in high growth, yet undervalued opportunities.